今年以来,我因经济形势异常良好,不管是外需,还是内需,都出现了按捺不住的强劲增长势头。但从经济过热的原因来看,显然无法用传统经济理论来解释。也就是说消费型过热和投资型过热部无法得到解释。真正的原因是投机推动。当前的投机型过热主要分布在三大领域。一是热钱方面。因预期人民币会升值。对人民币进行投机。二是对房地产的大肆炒作。三是对生产资料的倒买倒卖。如棉花、有色金属等。投机型过热并不表现为所有经济领域的普遍性过热,而是集中于单个或几个领域,以追逐超额利 Since the beginning of this year, due to the unusually good economic situation, I have seen a strong momentum of growth both in external demand and in domestic demand. However, from the perspective of economic overheating, apparently can not be explained by traditional economic theory. This means that consumer overheating and overheated investment can not be explained. The real reason is speculative. The current speculative overheating is mainly distributed in three major areas. First, hot money. Because of the expected appreciation of RMB. Speculate the renminbi. Second, the real estate speculation. The third is to buy and sell the means of production. Such as cotton, non-ferrous metals. Speculative overheating does not appear to overheat the prevalence of all economic areas, but rather focus on a single or several areas in pursuit of excess profits